Creative Planning’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $801K | Buy |
10,361
+2,020
| +24% | +$159K | ﹤0.01% | 2642 |
|
|
2025
Q4 | $654K | Sell |
8,341
-497
| -6% | -$40.9K | ﹤0.01% | 2619 |
|
|
2025
Q3 | $744K | Sell |
8,838
-938
| -10% | -$80.1K | ﹤0.01% | 2391 |
|
|
2025
Q2 | $865K | Buy |
9,776
+1,834
| +23% | +$165K | ﹤0.01% | 1985 |
|
|
2025
Q1 | $738K | Sell |
7,942
-1,016
| -11% | -$92.4K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $842K | Buy |
8,958
+441
| +5% | +$42.6K | ﹤0.01% | 1780 |
|
|
2024
Q3 | $779K | Buy |
8,517
+284
| +3% | +$24.3K | ﹤0.01% | 1722 |
|
|
2024
Q2 | $615K | Buy |
8,233
+936
| +13% | +$73.1K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $574K | Buy |
7,297
+3
| +0% | +$210 | ﹤0.01% | 1755 |
|
|
2023
Q4 | $527K | Sell |
7,294
-2,085
| -22% | -$151K | ﹤0.01% | 1684 |
|
|
2023
Q3 | $643K | Buy |
9,379
+749
| +9% | +$56.8K | ﹤0.01% | 1398 |
|
|
2023
Q2 | $683K | Buy |
8,630
+1,955
| +29% | +$150K | ﹤0.01% | 1364 |
|
|
2023
Q1 | $518K | Buy |
6,675
+221
| +3% | +$16K | ﹤0.01% | 1443 |
|
|
2022
Q4 | $454K | Buy |
6,454
+3,262
| +102% | +$224K | ﹤0.01% | 1483 |
|
|
2022
Q3 | $209K | Buy |
3,192
+37
| +1% | +$2.9K | ﹤0.01% | 1883 |
|
|
2022
Q2 | $246K | Buy |
3,155
+6
| +0.2% | +$478 | ﹤0.01% | 1743 |
|
|
2022
Q1 | $251K | Hold |
3,149
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q4 | $259K | Hold |
3,149
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q3 | $231K | Hold |
3,149
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q2 | $234K | Buy |
+3,149
| New | +$235K | ﹤0.01% | 1715 |
|
|
2018
Q4 | – | Sell |
-5,458
| Closed | -$348K | – | 2042 |
|
|
2018
Q3 | $348K | Hold |
5,458
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q2 | $344K | Hold |
5,458
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q1 | $306K | Hold |
5,458
| – | – | ﹤0.01% | 1331 |
|
|
2017
Q4 | $344K | Hold |
5,458
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q3 | $353K | Hold |
5,458
| – | – | ﹤0.01% | 1235 |
|
|
2017
Q2 | $351K | Hold |
5,458
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q1 | $355K | Sell |
5,458
-600
| -10% | -$38K | ﹤0.01% | 1170 |
|
|
2016
Q4 | $396K | Hold |
6,058
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q3 | $342K | Hold |
6,058
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q2 | $342K | Hold |
6,058
| – | – | ﹤0.01% | 966 |
|
|
2016
Q1 | $317K | Sell |
6,058
-750
| -11% | -$36.9K | ﹤0.01% | 962 |
|
|
2015
Q4 | $316K | Sell |
6,808
-90
| -1% | -$3.86K | ﹤0.01% | 967 |
|
|
2015
Q3 | $284K | Buy |
+6,898
| New | +$273K | ﹤0.01% | 1000 |
|
|
2015
Q2 | – | Sell |
-10,078
| Closed | -$447K | – | 2223 |
|
|
2015
Q1 | $447K | Buy |
10,078
+9,658
| +2,300% | +$428K | ﹤0.01% | 787 |
|
|
2014
Q4 | $19K | Buy |
420
+195
| +87% | +$8.45K | ﹤0.01% | 2694 |
|
|
2014
Q3 | $8K | Buy |
225
+84
| +60% | +$3.28K | ﹤0.01% | 3069 |
|
|
2014
Q2 | $6K | Buy |
+141
| New | +$5.37K | ﹤0.01% | 3126 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$11K | – | 3402 |
|
|
2013
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 2408 |
|
|
2013
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 2228 |
|
Other funds holding MGEE
VPM
VCM
